WE
WE

Wyatt England

9 Years of Experience
Miami, FL
Broker

Wyatt England is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 9 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
378 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.

Loading...

Location

1450 Brickell Avenue, Suite 2610, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Wyatt is a silent partner in Surati Retail Investments 3 LLC dba Carothers Wine & Spirits, dedicating minimal time to it. He also works as an independent contractor and advisor to the board for ValidSoft, spending about 10-20% of his time discussing business operations and marketing strategies.

Employment History
Current Registrations
Sanctuary Advisors, LLC
April 2019 - Present · 7 yrs 1 mo
Sanctuary Securities, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Tlg Advisors, INC.
July 2016 - July 2017 · 1 yr
The Leaders Group, INC.Broker
July 2016 - May 2017 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - August 2014 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - August 2014 · 1 yr 11 mos
State Registrations1 state
TN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Wyatt England - Financial Advisor | TrueAdvisor